1204 Genève
Switzerland
VIGNY DEPIERRE SUISSE SA
Overview of the VIGNY DEPIERRE SUISSE SA Project
Business sector | Finance/Insurance - Insurance broker |
Installed solution | |
Number of employees | 51 - 200 employees |
Number of licenses | 81 |
Year of integration | 2025 |
ERP Integrator | CAPTIVEA France, Europe - Odoo Partner |
| Odoo Link |
WHO IS VIGNY DEPIERRE SUISSE SA?
For over 45 years, Vigny Depierre Assurances has supported individuals, businesses, and cross-border workers at every stage of their lives. A true everyday partner, the firm protects people, their families, their property, and their assets with insurance solutions designed to last.
As an insurance broker and the leading Allianz agent in France, Vigny Depierre Assurances combines independence with access to solid contracts, offering coverage truly tailored to each situation. Whether it’s vehicle, home, health, protection, family and leisure, savings and retirement, or prestige insurance, every project is carefully studied to match clients’ needs, budgets, and life changes.
Specializing in support for cross-border workers, the firm provides guidance on LAMal, Switzerland’s mandatory health insurance system, equivalent to Social Security. The team helps clients choose, understand, and optimize their health coverage with complete clarity.
THEIR NEEDS
Vigny Depierre Assurances needed a CRM to centralize all interactions with their clients and prospects. As insurance brokers, they compare and offer a variety of coverages home, auto, health, and protection plans and their previous Odoo Community edition no longer met their needs.
By moving to Odoo Enterprise with Captivea, they now have a more complete solution tailored to their business processes, allowing them to better manage clients, streamline their operations, and improve efficiency on a daily basis.
THE PROPOSED SOLUTION
The first step of this project is to perform a complete analysis of the client's Odoo environment.
Analysis objectives
- To be reassured on the faisability
- Show that we understood their business
- To confirm a budget
- To know and confirm how we will do it
- Know the timeline
Analysis processes
- Business discovery
- Workshops By theme / group of people / domains
- Create the deliverables documents
- Present it
- Handle feedback
Odoo installed modules
Productivity
Customization
Benefits & Returns on investment
Time saving
- Centralization of customer information
- Instant performance visualization
- Quick access to real-time employee information
- Customized Odoo screens
- Automated support ticket management
Productivity gain
- Quotes and invoices generated in just a few clicks and faster transaction processing
- Smart document search using advanced criteria and filters
- Automated management of maintenance and repairs
Increase in sales
- Optimized collection of subscriber data
- Acceleration of contractual processes with electronic signatures
- Increased booking rates through an intuitive appointment booking interface